reports
- Vikash Harlalka
BEAD: Update for the Lone Star State
We have updated our BEAD analysis to include the proposal from Texas which was allocated the largest amount of BEAD funding. We now include BEAD proposals from 52 states & territories in our below analysis. We have also updated the analysis for states that have revised their proposals.
Verizon to report 3Q earnings October 29, 2025
Verizon to report 3Q earnings October 29, 2025 NEW YORK, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report third-quarter 2025 earnings on Wednesday, October 29, 2025. The company will present results on a webcast beginning at 8:30 a.m. Eastern Time. Access instructions and third-quarter 2025 earnings materials will be available at 6:30 a.m. ET on Verizon’s Investor Relations website, . These materials will include Verizon's earnings news release, presentation and financial tables. Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empower...
Verizon offers flexible payment arrangements for Federal workers, mili...
Verizon offers flexible payment arrangements for Federal workers, military, first responders Affected members of the U.S. Military, Coast Guard, Federal First Responders and other employees will not see Verizon services impacted during government shutdown NEW YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Starting today, members of the U.S. Military, Coast Guard, first responders and other federal government employees affected by the shutdown and who require more time to pay their Verizon bill are invited to call the company and ask for payment deferral options. “Verizon is dedicated to supp...
Verizon ofrece opciones de pago flexibles para empleados federales, mi...
Verizon ofrece opciones de pago flexibles para empleados federales, militares, y socorristas Los miembros de las Fuerzas Armadas de Estados Unidos, la Guardia Costera, socorristas federales y otros empleados afectados durante el cierre del gobierno no verán sus servicios de Verizon impactados NUEVA YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- A partir de hoy, los miembros de las Fuerzas Armadas de Estados Unidos, la Guardia Costera, socorristas y otros empleados del gobierno federal afectados por el cierre y que necesiten más tiempo para pagar su factura de Verizon, están invitados a llamar ...
Verizon Business IoT market survey: IoT a smart bet, AI a major accele...
Verizon Business IoT market survey: IoT a smart bet, AI a major accelerator Survey of 500 companies finds soaring enthusiasm for the Internet of Things (IoT), with multiple emerging technologies acting as catalysts. Efficiency and productivity gains demonstrate return on investment, while excitement for AI and AI video, 5G and 5G RedCap, network slicing, private wireless, eSIM and more fuels forward optimism. The AI factor: Survey respondents across industries say AI is significantly accelerating IoT demand -- especially as IoT sensors fuel AI-video capabilities -- but some cite cybersecu...
- Blair Levin
A Versant/WBD deal: Prospects for Government Approval
News reports suggest that CMSCA or its cable channel spin-off (Versant) is considering making a bid for WBD. In this note we analyze the prospects for a government review of such a transaction as well as the potential upsides of attempting such a deal even with the odds of DOJ approval being low.
- David Barden
- Blair Levin
- David Barden
Verizon Buys Starry, is this the ‘Dan Plan’ unfolding?
Verizon is buying Starry, the small, under-capitalized fixed wireless ISP that went public through a SPAC in March 2022 but ended up bankrupt less than a year later. In this note, we briefly unpack a potential rationale for the purchase, and the size of the potential threat this poses to Cable and other fixed broadband competitors (spoiler alert: its a function of the resources Verizon commits to scaling Starry’s product).
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jan Frederik Slijkerman
- Timothy Rahill
Euro debt markets in favour with tech firms in 2025/Foreign tech compa...
Euro-denominated issuance by TMT companies has been ahead of expectations in FY25. American companies issued far more Euro debt than expected. This is driven by attractive funding costs in Euro markets, because the risk premium required by investors for European credit markets is lower. Some of the large issuers of Euro-denominated debt are active in the technology sector. This was contrary to our earlier expectations because these companies fund their capital expenditures from cash flow. Finall...
- Jan Frederik Slijkerman
- Timothy Rahill
Euro debt markets in favour with tech firms in 2025/Foreign tech compa...
Euro-denominated issuance by TMT companies has been ahead of expectations in FY25. American companies issued far more Euro debt than expected. This is driven by attractive funding costs in Euro markets, because the risk premium required by investors for European credit markets is lower. Some of the large issuers of Euro-denominated debt are active in the technology sector. This was contrary to our earlier expectations because these companies fund their capital expenditures from cash flow. Finall...
Verizon accelerates fixed wireless broadband expansion with acquisitio...
Verizon accelerates fixed wireless broadband expansion with acquisition of Starry Additional Fixed Wireless Access capabilities delivering more choice, value and flexibility for consumers Key Highlights: Starry is a fixed wireless broadband provider serving multi-dwelling units (MDUs) in five markets, including Boston, Denver, Los Angeles, New York and Washington, D.C.The MDU solution will accelerate Verizon’s plan to double its fixed wireless subscribers to 8-9 million by 2028 and expand fixed wireless broadband availability to 90 million households in the same time period.Acquisition ...
- David Barden
3Q25 Broadband Estimate Deep Dive
If you are one of those eager contrarians looking for the quarter where a combination of discount valuations and even a modest turnaround in cable KPI trends could boost the stocks, this probably ain’t it. The cable industry continues to lose subscribers at an elevated pace with Comcast doing worse than Charter thanks to the 1-2 punch of fiber and FWA.
- David Barden
VZ CEO Transition Quick Take: Cutting costs, throwing elbows, financia...
Yesterday morning Verizon announced that CEO & Chairman Hans Vestberg is being replaced by Dan Schulman, the lead independent director and former CEO of PayPal, effective immediately. This is the third Monday in a row for CEO transition announcements (Srini replaced Mike at T-Mobile on Monday two weeks ago, and Mike joined Brian as Co-CEO at Comcast last week Monday). In this note, we cover thoughts on what the CEO change portends for Verizon, and what this surprising round of executive musical ...
Verizon Announces CEO Transition
Verizon Announces CEO Transition Board of Directors Appoints Independent Lead Director and Former CEO of PayPal, Dan Schulman, as Chief Executive Officer Hans Vestberg to Serve as Special Advisor Through October 4, 2026 and Member of the Board of Directors until the 2026 Annual Meeting Mark Bertolini Appointed Chairman of the Board of Directors Company Reiterates Full-Year 2025 Financial Guidance NEW YORK, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, NASDAQ: VZ) today announced that its Board of Directors has appointed Independent Lead Director and form...
Moody's Ratings corrects its website display for certain notes issued ...
Moody's Ratings (Moody's) has corrected the display on its websites for Comcast Corporation's Guaranteed Senior Notes due 2047, 2049 and 2052 (CUSIPs 20030NCC3, 20030NCE9 and 20030NCG4) to reflect these notes are senior unsecured. Due to an internal administrative error, an incorrect seniority was d...
Verizon Business collaborates with GE Vernova to Deliver Utilities Enh...
Verizon Business collaborates with GE Vernova to Deliver Utilities Enhanced Grid Modernization Solutions GE Vernova MDS™ Orbit, powered by Verizon, is now available for utilities looking to monitor, control and automate their electrical grid and other infrastructure NEW YORK, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced the , an industrial wireless platform that enables utility companies to secure and protect their networks and assets, is now available on Verizon's award-winning network. The combined offering enables GE Vernova customers a secure, reliable and flex...
- Vikash Harlalka
BEAD: Update for 3 More States
In this latest update, we now include BEAD proposals from 51 states & territories. We have updated our analysis for Alaska, Florida and Utah. Comcast, Brightspeed and AT&T remain at the top of the list among wireline operators. Fiber remains the dominant technology both in terms of locations as well as funding.
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